+6,351.7%
AMD vs BAC
+266.4%
+6,085.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.4% |
| 7D | -11.0% | -1.2% | -9.9% | -10.2% |
| 30D | -30.5% | -7.7% | -22.8% | -27.2% |
| 3M | -8.2% | -21.2% | +12.9% | +4.1% |
| 6M | +6.6% | -6.8% | +13.4% | +10.3% |
| YTD | +109.7% | -8.7% | +118.4% | +118.3% |
| 1Y | +88.9% | -5.3% | +94.2% | +93.1% |
| 3Y | +301.8% | +87.4% | +214.4% | +183.3% |
| 5Y | +229.4% | +18.9% | +210.4% | +191.6% |
| All | +6,351.7% | +266.4% | +6,085.3% | +4,580.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BAC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling